“Every organisation that we choose should be a springboard that enhances our career.”

After exploring many career options, Damien Goh joined the Independent Financial Advisory (IFA) space. Since switching to financial advisory in 2016, he has not looked back.

Damien is a two-time MDRT Court-of-The-Table Member. Prior to joining the IFA space, he has had over 10 years of working experience in private and commercial banking.

Q: With a stable career in the banking industry, why did Damien pick Financial Alliance to fulfil his career aspirations?

A: The support that Financial Alliance offers, its great culture, great corporate management and a fantastic environment allow him to focus wholeheartedly on activity and client acquisition. They in turn enable Damien to excel in the business while freeing up more time for his family and personal pursuits.

“It is this collaborative teamwork that has helped me to do good, to do right as well as to do well in the financial Advisory business.”

Prior to joining Financial Alliance, Adeline spent 21 years with a leading Insurance Company and a Financial Advisory Firm. 2023 will mark her 30th year in the business.

Q: Why did you choose to join an Independent Financial Advisory Firm?

A: I was drawn to the notion that an IFA firm can offer solutions to clients in an unbiased manner. Expanding the scope of my financial services and solutions to my clients allows me to build multiple sources of income from investments to risk management solutions for both personal and corporate clients. With so many more product options available on the Financial Alliance platform, keeping abreast of their changes and new products is a tremendous challenge. I will not be able to deliver my services competently if not for the excellent and efficient support from Financial Alliance and its in-house productivity tools (ACSIS Eco-system).

“Together, we can grow further.”

Since Calvin joined Financial Alliance in 2016, he has not looked back. This marks his 6th year here, and he is glad to share that his business has grown by more than 300% compared to his previous stint.

Q: Why did Calvin move from another Financial Advisory Firm to Financial Alliance?

A: Calvin was with a smaller financial advisory firm prior to joining the firm. As his business grew then, he was looking around for a firm that has better infrastructure and can support him to serve his clients better.

Many experienced financial consultants from other agencies and organisations have achieved breakthroughs with Financial Alliance. So can you.

“Putting myself in the clients’ perspectives and implementing the optimal solutions, in their best interests, is the most fulfilling thing about this career.”

John joined Financial Alliance upon graduating from university 11 years ago because of its “Independent” advisory model. Eleven years on, John Dasson is now a Wealth Advisory Director.

Financial Alliance offers clients financial advice at a different level from other financial intermediaries. This “Independent” model makes clients’ needs the number one priority.

John knew that this would be the most sustainable model for the long-term.

Q: How has Financial Alliance helped you in your financial advisory practice?

A: The solid infrastructure has been extremely beneficial. Having a really strong Investment Wealth Management Team who gives us up-to-date investment research, investment analysis, and curated portfolios enable consultants like myself to help our clients position their portfolios in the most optimal way, depending on their needs. And having a superior Insurance Wealth Management Team that filters through the large number of insurance products that we have access to enables us to focus on our core job, which is meeting clients and helping them solve all their issues.

“We need to develop a win-win relationship with our clients, and for ourselves, select the best-of-breed products and services out there in the market and have them compared and delivered to our clients.”

Q: Why did you join Financial Alliance and what impresses you the most?

A: “A friend introduced me to Financial Alliance, the largest independent financial advisory firm in Singapore. What impress me are their information technology strength and the exceptionally wide range of business partners they have. With these, I can offer in-depth solutions to fit all my clients’ needs. I am happy to say that I have now been with Financial Alliance for 11 years, and I have risen through the ranks to become a wealth advisory director.”

Many experienced financial consultants from other agencies and organisations have achieved breakthroughs with Financial Alliance. So can you.